Wealthcare Advisory Partners LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 478 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.79 and the average weighting 1.2%.

Quarter-by-quarter ownership
Wealthcare Advisory Partners LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$2,175,115
-2.2%
36,692
+0.6%
0.10%0.0%
Q2 2023$2,224,822
+13.9%
36,467
+3.4%
0.10%
+19.0%
Q1 2023$1,952,805
+23.9%
35,275
+13.4%
0.08%
+12.0%
Q4 2022$1,575,841
+27.3%
31,100
+25.9%
0.08%
+5.6%
Q3 2022$1,238,000
+16.6%
24,703
+21.6%
0.07%
+10.9%
Q2 2022$1,062,000
-22.9%
20,320
-2.3%
0.06%
-23.8%
Q1 2022$1,377,000
+63.0%
20,796
+78.4%
0.08%
+64.7%
Q4 2021$845,000
-89.9%
11,656
-91.0%
0.05%
-90.6%
Q3 2021$8,337,000
+9.1%
130,228
+7.3%
0.54%
+6.7%
Q2 2021$7,640,000
+48.3%
121,320
+32.8%
0.51%
+37.0%
Q1 2021$5,152,000
+63.0%
91,344
+59.8%
0.37%
+32.7%
Q4 2020$3,160,000
+12.1%
57,144
+1.6%
0.28%
-9.1%
Q3 2020$2,819,000
+10.3%
56,257
-1.1%
0.31%
-3.1%
Q2 2020$2,556,000
+38.9%
56,907
+10.5%
0.32%
+18.1%
Q1 2020$1,840,000
-11.1%
51,493
+4.2%
0.27%
+2.7%
Q4 2019$2,070,000
+18.9%
49,401
+10.3%
0.26%
+4.0%
Q3 2019$1,741,000
+6.4%
44,769
+6.0%
0.25%
-2.3%
Q2 2019$1,636,000
+33.1%
42,239
+27.8%
0.26%
+23.3%
Q1 2019$1,229,000
+63.0%
33,040
+42.5%
0.21%
+43.8%
Q4 2018$754,000
+65.0%
23,194
+94.2%
0.15%
+73.8%
Q3 2018$457,000
+17.2%
11,944
+7.7%
0.08%
+10.5%
Q2 2018$390,00011,0940.08%
Other shareholders
SPDR SER TR shareholders Q3 2020
NameSharesValueWeighting ↓
Investments & Financial Planning, LLC 381,771$21,134,86819.40%
First Command Advisory Services, Inc. 18,111,586$1,002,733,10017.14%
Ford Financial Group, LLC 6,926$383,39816.26%
Focused Wealth Management, Inc 1,303,268$72,148,93914.60%
Willis Johnson & Associates, Inc. 2,201,179$121,857,28914.46%
Destiny Capital Corp/CO 312,663$17,309,03714.09%
RESTON WEALTH MANAGEMENT LLC 475,805$26,340,57613.77%
NICOLET ADVISORY SERVICES, LLC 2,014,592$111,890,41512.89%
TRUEFG, LLC 515,643$28,545,99612.88%
Measured Wealth Private Client Group, LLC 583,485$32,301,75312.44%
View complete list of SPDR SER TR shareholders